Events

Please join us for dinner and drinks as we hear from Shurdonna Joseph, JD, CEP®️, Janney’s Director of High Net Worth Consulting, as she shares her expertise on the life cycle of financial planning and highlights tax and estate planning that comes throughout each stage. This event is intended for a women-based audience. We would love for you to invite a female family member, co-worker or friend that you feel may enjoy this presentation and dinner. When submitting your rsvp using the link above, please indicate your guest's first and last name.

Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.

In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.

What does “feeling your BEST” look like?

What’s next for the economy and markets?

An overview of the political environment, prospective legislation, and strategies for investment and retirement planning.

Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.